Deal Desk Team Lead

ABOUT PLACER.AI:

One of the fastest growing tech companies in North America, Placer has reached $100 million in ARR (a “Centaur”) in 2024 within 6 years of launching the Placer platform. We crossed the $1B valuation “Unicorn” in 2022.

Placer's A.I. based SaaS platform transforms how leaders make critical decisions by unlocking unparalleled visibility into markets and locations, creating a blue ocean market of more than $100B. And the best part is, Placer has accomplished this by leading a privacy-first business in which data has been stripped of user identifiers and only aggregated information is provided within the platform.

Our platform provides instant visibility into almost any location in the U.S. Placer has grown exponentially over the past 6 years, counting more than 4,000+ paying customers including many Fortune 500 companies, such as, JP Morgan Chase, Wayfair, Google and many more.

Named one of Forbes America’s Best Startup Employers and a Deloitte Technology Fast company, Placer.AI is proud of our collaborative, innovative and inclusive culture. Is this the type of place that would excite you? If so, we’d love to talk to you! 

SUMMARY:

The Deal Desk Team Lead, New Business is a key role in the Finance team and is responsible for Deal Desk management, drafting contract documents, and providing redlines that will drive growth for Placer.ai.  The Deal Desk Team Lead, New Business will make important, frequent decisions in a dynamic and fast-paced environment. This role also partners closely with the Sales team to draft order forms, agreements, and amendments for our Customers.

RESPONSIBILITIES:

• Maintain the new business contract process including making updates and providing training for the team
• Meet as needed with current customers regarding customer requests to negotiate existing agreements
• Take a proactive approach to business operations; anticipating and solving problems before they arise as it relates to new business
• Prepare and review order forms, agreements, nondisclosure agreements, and other contractual documents for new business customers as requested
• Collaborate with the sales teams to drive business-critical contract negotiations, redline activities, and internal/external contract exceptions
• Align with internal and external stakeholders, using effective communication to quickly address and resolve contract related question while encouraging productive, positive interactions
• Work with internal stakeholders to enhance the contract process and related automations.
• Aid in system updates by suggesting changes, completing testing, and verifying implementation. Audit contractual information in the CRM and CLM system
• Manage a team of Deal Desk Analysts
• Project Management and ad hoc tasks and projects as assigned
  

REQUIREMENTS:

• Proven ability to create new processes and improve existing processes
• Ability  to write and speak appropriately and effectively to different audiences
• Knowledge of contractual legal terms and structures of agreements such as License Agreements, Order Forms, NDA’s, etc.
• Experience with reading, writing, and negotiating contracts
• Strong and effective leadership skills
• Ability to learn new tasks, skills, and tools quickly with minimal instruction or supervision
• Strong attention to detail
• Ability to critically review and analyze all contract elements and apply concepts across all negotiations
• Extensive experience with Salesforce and Conga, proficiency in CRM and CLM
• Mastery of Word and Google Docs including document editing, tracking changes, and comments
• Mastery of Excel and Google Sheets, proficient in use of standard calculations utilizing these tools
• Proven ability to influence and inspire
• Experience working both in customer-facing and back-end roles
• Ability to work in a fast-paced, dynamic work environment, ensuring SLA requirements are met consistently
• Experience working on a Deal Desk in a SaaS company; Sales Operations experience preferred

EXPERIENCE/EDUCATION:

• 5+ years in a deal desk or contract management position that requires reviewing and responding to redlines, drafting amendments, and working closely with a sales team and leadership
• Experience managing departmental projects
• Experience working with senior management
• Minimum of 5 years of experience managing departmental projects
• B.A or B.S. degree required
• Master’s degree or J.D. preferred
• Experience working with multiple open tasks in parallel while engaging with multiple people and teams

OTHER REQUIREMENTS:

• Ability to work outside of normal office hours as needed (average 2x a week)
• Ability to work longer work days for certain periods to support contracting needs (i.e. month-end close)

WHY JOIN PLACER.AI? 

• Join a rocketship! We are pioneers of a new market that we are creating
• Take a central and critical role at Placer.ai
• Work with, and learn from, top-notch talent
• Competitive salary
• Excellent benefits
• Fully remote

The U.S. annualized pay range for this position is $125,000-$140,000 USD. In addition, certain roles have the opportunity to earn sales-based commissions. Base pay offered within the stated range may vary depending on multiple individualized factors, including job-related skills, professional experience, education and licenses (if applicable), work location and compensation market data.

Base pay is just a part of our total rewards program. Placer provides medical, dental and vision coverage as well as flexible time off, 401K and equity awards for certain roles.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

NOTEWORTHY LINKS TO LEARN MORE ABOUT PLACER 

• Placer.ai in a nutshell
• Placer.ai's recent $100M round C funding (unicorn valuation!)
• Placer.ai's data
• Placer.ai in the news
• COVID-19 Economic Recovery Dashboard

Placer.ai is an equal opportunity employer and has a global remote workforce. Placer.ai’s applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai’s Human Resources Department to make the need for an accommodation known.